1. Assigning Trucks to Trips
When creating a trip, select a driver to automatically populate the associated truck field.
Default driver-truck relationships are configured in Configuration > Trucks .
2. Performing a Truck Check-Out
Once a truck is assigned to a trip, a Check Out button appears in the Show Trip screen.
Use this to confirm the products loaded onto the truck before departure .
3. Loading Products During Check-Out
If the trip includes prekitting, the Check Out screen is pre-filled with those items and quantities.
You can:
Click Delete All to clear the list
Use Add Product to enter items manually
*Check Out can also be accessed from Configuration > Trucks > Edit Truck.
4. Viewing Assigned Trucks in the Trip List
The Trips screen displays the truck license plate assigned to each trip, providing visibility into which vehicle is used for which route .
5. Viewing Product Quantities in Trucks
From the Show Product screen:
The In Trucks field shows the total quantity of the product currently in all trucks
Click the In Trucks button to see a detailed breakdown by truck .
6. Checking Truck Inventory Levels
Go to Configuration > Trucks to view:
The total number of products per truck
The total number of units loaded .
7. Manual Check In and Check Out
The Edit Truck screen includes Check Out and Check In actions.
Check Out is used when loading products from a warehouse into a truck.
Check In is used when returning products from a truck back to a warehouse.
After performing either action, the transfer must be approved by an admin in the Transfers screen before the stock movement is finalized in the system.
Note: This process can become quite complex, especially due to the required approval step.
That’s why we usually recommend avoiding Truck Inventory unless your operation involves at least 5 drivers and you specifically need to track stock per truck.